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This week, we bought back some NVDL and opened a position on...

This week, we bought back some NVDL and opened a position on AMD (because AMD launched the Mi300, which is comparable to the H100 or even the H200, and I personally think AMD's financial report is more likely to be surprised), and opened positions in energy and gold. Next, the AI sector should be in a phase of sideways fluctuation. If the market does not fall, capital will flow to make up for the increase. Profits have declined sharply as a result of a mistake in the operation of cyclical rights. It's definitely uncomfortable. It's really difficult not to take emotions into the deal. The weekend restarts next week~
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